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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,071 | $23,330+110.3% | $64,489-23.9% | $82,448-40.5% |
| Participation rate | 43.6% | 68.3%-24.7pp | 67.7%-24.1pp | 68.1%-24.5pp |
| Annual return | 39.40% | 83.66%-44.3pp | 55.03%-15.6pp | 41.64%-2.2pp |
| Employer contribution / active EE | $0 | $824-100.0% | $1,523-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,018 | $1,707+18.2% | $2,778-27.4% | $4,139-51.2% |
| Admin fee / account holder | $2,406 | $2,946-18.3% | $4,260-43.5% | $7,234-66.7% |